Ryder System (NYSE:R) Releases Q3 2026 Earnings Guidance

Ryder System (NYSE:R) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.000-4.200 for the period, compared to the consensus estimate of 4.220. The company issued revenue guidance of -. Ryder System also updated its FY 2026 guidance to 14.400-14.800 EPS.

Ryder System Price Performance

NYSE R opened at $267.72 on Friday. The firm has a market capitalization of $10.36 billion, a PE ratio of 21.78 and a beta of 1.01. Ryder System has a 12 month low of $157.67 and a 12 month high of $284.25. The company’s 50 day simple moving average is $262.32 and its 200 day simple moving average is $229.01. The company has a debt-to-equity ratio of 2.59, a current ratio of 1.29 and a quick ratio of 0.68.

Ryder System (NYSE:R) last released its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share for the quarter, topping the consensus estimate of $3.69 by $0.04. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The business had revenue of $2.69 billion during the quarter, compared to analyst estimates of $3.29 billion. During the same period last year, the company posted $3.32 EPS. The company’s revenue was up 5.0% compared to the same quarter last year. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. As a group, equities research analysts forecast that Ryder System will post 14.73 EPS for the current fiscal year.

Ryder System Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be given a $1.01 dividend. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. This is an increase from Ryder System’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Monday, August 24th. Ryder System’s payout ratio is 32.87%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ryder System in a research note on Wednesday, May 27th. Stephens upgraded Ryder System to a “strong-buy” rating in a report on Wednesday, July 8th. Zacks Research downgraded Ryder System from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. Citizens Jmp assumed coverage on Ryder System in a report on Wednesday, July 15th. They issued a “market perform” rating on the stock. Finally, Wells Fargo & Company boosted their price objective on shares of Ryder System from $290.00 to $300.00 and gave the company an “overweight” rating in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $279.88.

Insider Activity at Ryder System

In related news, Director Luis P. Nieto, Jr. sold 720 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $235.79, for a total transaction of $169,768.80. Following the transaction, the director owned 29,974 shares of the company’s stock, valued at approximately $7,067,569.46. The trade was a 2.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Sanford J. Hodes sold 595 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $251.95, for a total transaction of $149,910.25. Following the transaction, the senior vice president owned 22,948 shares of the company’s stock, valued at approximately $5,781,748.60. The trade was a 2.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 4.90% of the stock is currently owned by corporate insiders.

More Ryder System News

Here are the key news stories impacting Ryder System this week:

• Positive Sentiment: Ryder beat Q2 expectations, reporting adjusted EPS of $3.73 versus estimates and posting 5% revenue growth year over year, with stronger Fleet Management Solutions performance and share repurchases helping results. Ryder Reports Second Quarter 2026 Results
• Positive Sentiment: The company also raised its 2026 earnings outlook, which suggests management sees continued momentum after the quarter. Ryder System Raises 2026 Earnings Outlook on Strong Q2
• Positive Sentiment: Several analysts raised price targets after the earnings release, including Susquehanna to $310, Wells Fargo to $300, JPMorgan to $296, and Citigroup to $283, signaling improved sentiment around the stock. Analyst updates via Benzinga
• Neutral Sentiment: Despite the upgrades, most firms kept a neutral or similar stance, suggesting analysts see upside but not a major change in the overall investment case. Tickerreport.com coverage
• Negative Sentiment: Revenue came in below the headline analyst estimate cited in some reports, and Ryder’s Q3 and FY2026 EPS guidance was slightly below consensus, which may temper some of the post-earnings enthusiasm. Zacks earnings analysis

Institutional Investors Weigh In On Ryder System

Hedge funds have recently made changes to their positions in the stock. State Street Corp grew its position in Ryder System by 0.4% during the second quarter. State Street Corp now owns 1,995,292 shares of the transportation company’s stock worth $317,251,000 after buying an additional 7,447 shares in the last quarter. Orbis Allan Gray Ltd raised its stake in shares of Ryder System by 15.4% in the second quarter. Orbis Allan Gray Ltd now owns 1,005,382 shares of the transportation company’s stock valued at $159,856,000 after purchasing an additional 134,423 shares in the last quarter. Bank of America Corp DE boosted its stake in Ryder System by 6.7% during the second quarter. Bank of America Corp DE now owns 988,117 shares of the transportation company’s stock worth $157,111,000 after buying an additional 62,313 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of Ryder System by 53.3% in the 3rd quarter. AQR Capital Management LLC now owns 720,108 shares of the transportation company’s stock valued at $134,855,000 after buying an additional 250,432 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its holdings in shares of Ryder System by 326.8% during the 4th quarter. JPMorgan Chase & Co. now owns 705,037 shares of the transportation company’s stock worth $134,937,000 after acquiring an additional 539,854 shares during the period. Institutional investors own 87.47% of the company’s stock.

Ryder System Company Profile

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.